We pride ourselves on having a well-rounded and hard-working team dedicated to the success of our clients, the firm, and each other.
Our internal vetting process allows us to employ the right individuals to ensure you always have access to an experienced and knowledgeable staff.
We firmly believe that “as our clients grow and prosper, so do we.”


Accounting + Audit + Advisory Team

Alex Bradbury
Audit Senior

Cannon Hodges
Staff Accountant

Cristina Guel
Staff Accountant

Desjanel Beamon
Payroll Tax Accountant

DeVetta Perkins
Staff Accountant

Elizabeth Anderson
Accounting Associate I

Emily Eldridge
Accounting Associate II

Jesus Rafael
Accounting Associate I

Julie Bangert
Senior Consultant

Lee Mathew
Audit Associate

Lynette Freeman
Payroll Tax Accountant

Melissa Murray
Senior Accounting Specialist

Paola Pereira
Consultant

Patty Lotz
Manager – Client Advisory Services

Ravena Beamon
Payroll Tax Manager

Russ Thompson
Audit Senior

Sandra Michout
Accounting Specialist


Administrative Team

Donna Watermiller
Executive Assistant

Jennifer Escobar
Admin Assistant

Kara Dowling
Operations Specialist

Linda Dawson
Accountant I

Miriam Jeev-Solomon
Operations Assistant

Monique Ross
Operations Supervisor


Leadership Team

Harvey Cox, CPA
Partner – Tax

Karen Meredith, CPA, CFP
Managing Partner

Kathy Phillips
Operations Manager

Kathy Tamura
Chief Financial Officer

Lisa Lott, CPA, CIE, CFE
Partner – Audit

Matt Meredith
Partner – Operations & Marketing


Marketing + IT Team

Josh Flores
IT Technician

Kristin Poston
Director of People & Culture

Melissa Lomeli
Director of Marketing

Sarah Barnett
Client Advocate


Tax Team

Ayesha Siddiqui
Senior Associate

Darlene Bailey
Tax Prep Assistant

Elizabeth Nguyen, CPA
Tax Manager

Enrique Palacios
Tax Senior

Janet Gravenor, CPA
Senior Tax Manager

Jared Weidner, CPA
Manager

John Henderson, CPA
Tax Senior II

Min-Jee Choi
Tax Accountant

Moises Rosales
Senior Tax Accountant

Pooja Patel
Senior Tax Specialist

Queenstar Barfi
Staff Accountant

Sagar Patel, CPA
Tax Specialist

Susanna Thomas
Senior Tax Accountant

Teresa Flowers
Tax Manager